See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,222 | $80,717+52.7% | $154,803-20.4% | $84,808+45.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 17.19% | 37.96%-20.8pp | 58.88%-41.7pp | 40.90%-23.7pp |
| Employer contribution / active EE | $2,997 | $2,761+8.5% | $4,305-30.4% | $2,631+13.9% |
| Participant deferral / active EE | $7,404 | $3,303+124.2% | $5,540+33.6% | $4,212+75.8% |
| Admin fee / account holder | $5,380 | $6,746-20.2% | $14,329-62.5% | $7,344-26.7% |